Resources Search by File Type PDF Links Forms Video Helpful Materials Summer Shorts Compass Coaching Series Helpful Materials New Client Forms Need to Know Webisodes Summer Shorts Need to Know Webisode #1 Webisode: Company Update Need to Know Webisode #3 - 401(k) Mistakes Webisode: Breaking down common 401(k) mistakes Need to Know Webisode #5 - Secure Act 2.0 Webisode: Secure Act 2.0 Need to Know Webisode #7 - Secure Act 2.0 Secure Act 2.0 - September 2023 Updates Need to Know Webisode #9 - Secure Act 2.0: LTPT Long-Term Part-Time Employee Rules Need to Know Webisode #11 - Secure Act 2.0 Update Secure Act 2.0 - September 2024 Update Need to Know Webisode #13 - Cybersecurity & Retirement Plans Cybersecurity in Retirement Planning Need to Know Webisode #14 - Secure Act 2.0 Update Plan Document Amendments Need to Know Webisode #2 - Cash Balance Plans Webisode: Cash Balance Plans Need to Know Webisode #4 - Annual Plan Audits Webisode: Successful Annual Plan Audits Need to Know Webisode #6 - Automatic Enrollment Webisode: Automatic Enrollment Need to Know Webisode #8 - Secure Act 2.0 Updates Secure Act 2.0 - November 2023 Updates Need to Know Webisode #10 - Plan M & A Plan Mergers & Acquisitions Need to Know Webisode #12 - ABCs of Pooled Plans ABCs of Pooled Plans Need to Know Webisode- Special Update Roth Catch-Up Rules Need to Know Webisode 15 - AI in Retirement Plans AI in Retirement Plans
